Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

In this Network World Clear Choice Test of client management product we review products for a myriad of traditional desktop management capabilities such as asset inventory, client configuration and ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Client 360 has been officially reborn. I recently took the first outsider's look at the updated technology engine and platform of independent broker-dealer Commonwealth Financial Network and found ...

Hedge funds offer a bedeviling challenge for financial advisors trying to marry their wealthy clients' investment goals with specific hedge funds and then manage that relationship. For starters, each ...

Microsoft on Monday, as part of Ignite, announced a rebranding for its main client management tools, Linux support on the Windows Virtual Desktop service and other bits likely of interest to IT pros.